Filed March 17, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,045 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 28 · EIN 26-0058143 | Investment Management | $49,104 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 28 · EIN 41-0746749 | Investment Management | $9,350 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $510 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,677 | $80,753+198.0% | $136,294+76.6% | $62,292+286.4% |
| Participation rate | 96.5% | 73.5%+23.0pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 16.74% | 35.83%-19.1pp | 5155.94%-5139.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $12,046 | $2,884+317.7% | $4,695+156.5% | $2,042+489.8% |
| Participant deferral / active EE | $12,181 | $5,164+135.9% | $6,247+95.0% | $3,169+284.4% |
| Admin fee / account holder | $343 | $525-34.8% | $9,243-96.3% | $479-28.5% |